Category: QuickBooks

Are you using the right sales CRM?

Is Your Manufacturing Business Using the Right Sales CRM?

You already understand the benefits of using a CRM to help centralize and track customers and leads. It simplifies the process of managing your activities and follow-ups, allows you to ditch spreadsheets, and speeds up your sales pipeline. The problem...

/ March 21, 2017

QuickBooks Desktop Enterprise: 2 Signs Your Sales Team Is Missing Out On Revenue

You’ve found the perfect solution for managing your finances and tracking inventory with QuickBooks Enterprise. Great. This blog isn’t about whether you are efficiently managing your manufacturing or distribution processes correctly. And despite what the title says, it’s not about...

/ February 21, 2017
Pick the right accounting software

Factors to Consider When Choosing Accounting Software

Informed decisions are the best decisions. Virtually all businesses need some form of accounting; if you are not tracking money in and money out, the likelihood that your business will survive is slim. A software solution can help simplify this...

/ December 30, 2016

4 Essential Small Business Tips

Running your small business is time consuming - to put it lightly. You wear a lot of different hats as a small business owner; accountant, marketer, sales person, and the list goes on. Sometimes, your “researcher of small business tips...

/ June 29, 2016
Method's integration with QuickBooks Payments

New! Get Paid Faster with Intuit QuickBooks Payments

If you’re like most small business owners, you’re a multitasking sensation. Whether you’re a solo act or part of a small team, the need to simplify your processes and eliminate errors, while keeping business moving, is a must. So is...

/ June 22, 2016

How Technology is Changing the Game for Small Business Advisors

Recently, I was lucky enough to attend my first Scaling New Heights conference, which I was happy to learn, took place in Paradise. The conference was held in the Bahamas from May 22-26 and was attended by over 1,000 accounting...

/ June 13, 2016
Deleting contacts in QB

Deleting customers in QuickBooks…uh oh.

QuickBooks Desktop and QuickBooks Online are among the top-rated accounting software packages in use by small businesses today, and if you’re reading this, there’s a good chance you use it too. But there’s also a good chance you’re using it...

/ October 30, 2015

How to Create a Sales Receipt in QuickBooks

In this instalment of our QuickBooks 101 series I'll provide instructions for creating a Sales Receipt in QuickBooks Desktop. Additionally, I'll share how to create a QuickBooks Sales Receipt directly from within Method:CRM. What is a Sales Receipt? Every business...

/ August 29, 2015

New! Online Donations for Nonprofits Who Use QuickBooks

In June we launched Method:Donor to help small nonprofits save time and keep their donor and donation data organized. Today, we’re excited to release Method:Donor’s latest feature, Donor Pages — a simple, effortless way to accept online donations. What is...

/ July 9, 2015

3 Reasons Every Nonprofit Should Use A CRM

At Method, we understand running a nonprofit organization is a labor of love. You and your team are passionate about your cause and you work tirelessly to raise funds and awareness to benefit others, and we salute you for it!...

/ June 5, 2015